Institutional Ownership Federated Hermes, Inc. (FHI)
This table provides information about the institutional ownership of Federated Hermes, Inc. (FHI). We have compiled data on the 346 institutions that hold shares in the stock, with a total of 58.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
999
shares
|
$45,854
0.03% of portfolio
|
Q1 2025
Added 18.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
952
shares
|
$43,696
0.0% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
902
shares
|
$41,401
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
888
shares
|
$40,759
0.0% of portfolio
|
Q1 2025
Added 57.45%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
850
shares
|
$39,015
0.02% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
617
shares
|
$28,320
0.0% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
615
shares
|
$28,228
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
554
shares
|
$25,428
0.0% of portfolio
|
Q1 2025
Added 23.66%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
533
shares
|
$24,464
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
519
shares
|
$23,822
0.0% of portfolio
|
Q4 2023
Added 0.97%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
466
shares
|
$21,389
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
440
shares
|
$20,196
0.0% of portfolio
|
Q2 2025
Reduced 49.02%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
435
shares
|
$19,966
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
435
shares
|
$19,966
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
414
shares
|
$19,002
0.0% of portfolio
|
Q1 2025
Reduced 99.35%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
400
shares
|
$18,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
370
shares
|
$16,983
0.0% of portfolio
|
Q2 2024
Reduced 75.66%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
335
shares
|
$15,376
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
304
shares
|
$13,953
0.0% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
272
shares
|
$12,484
0.01% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
266
shares
|
$12,209
0.0% of portfolio
|
Q1 2025
Added 76.16%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
265
shares
|
$12,163
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
260
shares
|
$11,934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
250
shares
|
$11,475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
225
shares
|
$10,327
0.0% of portfolio
|
Q4 2024
New holding
|